Industry deep-dive
Industrial Distribution
Every super-investor and insider move tracked across 19 tickers in this industry.
Tickers
19
Combined value
$2.33T
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest 13F · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest industrial distribution books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Wellington Management | $5.52B |
| 2 | Norges Bank Norway SWF | $2.54B |
| 3 | Ken Griffin Citadel Advisors | $798M |
| 4 | Baillie Gifford & Co | $748M |
| 5 | Warren Buffett Berkshire Hathaway | $702M |
| 6 | AQR Capital Management | $684M |
| 7 | D.E. Shaw & Co. | $608M |
| 8 | Izzy Englander Millennium Mgmt | $602M |
| 9 | Steve Cohen Point72 | $411M |
| 10 | Renaissance Technologies | $388M |
| 11 | Two Sigma Investments | $258M |
| 12 | Ron Baron Baron Capital / BAMCO | $256M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | FAST | FASTENAL CO | $642.62B |
| 2 | GWW | GRAINGER W W INC | $515.27B |
| 3 | CNM | CORE & MAIN INC | $213.74B |
| 4 | WSO | WATSCO INC | $183.68B |
| 5 | POOL | POOL CORP | $180.74B |
| 6 | SITE | SITEONE LANDSCAPE SUPPLY INC | $163.81B |
| 7 | WCC | WESCO INTL INC | $117.58B |
| 8 | AIT | APPLIED INDL TECHNOLOGIES IN | $96.90B |
| 9 | MSM | MSC INDL DIRECT INC | $85.54B |
| 10 | REZI | RESIDEO TECHNOLOGIES INC | $76.09B |
| 11 | DNOW | NOW INC | $33.66B |
| 12 | FERG | FERGUSON ENTERPRISES INC | $10.46B |
| 13 | XMTR | XOMETRY INC | $4.08B |
| 14 | DXPE | DXP ENTERPRISES INC | $3.08B |
| 15 | GIC | GLOBAL INDUSTRIAL COMPANY | $2.69B |
| 16 | BXC | BLUELINX HLDGS INC | $1.51B |
| 17 | TITN | TITAN MACHY INC | $1.48B |
| 18 | QXO | QXO INC | $1.18B |
| 19 | DSGR | LAWSON PRODS INC | $812.5M |